Find an advisor / Daniel Swift
Daniel Swift
Concord, Ontario
Investment Advisor, Penmore Wealth
In an alternate universe, Daniel is a stand-up comedian and world traveller. In reality, he is known for his love of sports, his humble nature and the creativity he brings to every situation.
At Penmore, Daniel is a Financial Advisor who works with individual and corporate clients on their insurance and planning needs and connects business owners with Penmore benefits to arrange domestic, international and retirement plans. Daniel also provides astute financial advice to the next generation of Canadian Doctors and Specialists. He understands his clients spend their whole careers caring for other people; as such, Daniel is honoured to be trusted with caring for their financial wellbeing.
Daniel was on the Dean’s List at Dalhousie University and graduated with a Business Management degree. With a focus in Economics and Finance, he joined Freedom 55 Financial (London Life) in 2011 and spent over three years there before joining Penmore. Daniel is a holder of an CIRO license and Life and Accident & Sickness license.